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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $816,487 | $199,109+310.1% | $173,730+370.0% | $154,746+427.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.29% | 20.02%-8.7pp | 19.96%-8.7pp | 172.34%-161.0pp |
| Employer contribution / active EE | $1,345 | $5,311-74.7% | $4,577-70.6% | $4,379-69.3% |
| Participant deferral / active EE | $6,889 | $7,113-3.1% | $6,326+8.9% | $6,730+2.4% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |